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Michael D.Miller, CFP, ChFC
Founder & CEO



James E. Kelley, Jr., CFP
President & COO



J. Michael Quigley, CFP
Senior Wealth Advisor, Principal



Stephen P. Emanuels, CFP, CPA/PFS, CIMA
Senior Wealth Advisor, Principal



David L. Dunn, CFP, CPA/PFS
Senior Wealth Advisor

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